For advisers and partners

Lending your clients cannot get from their own bank LBPDRIVE0919

Accountants and financial advisers in Sydney whose clients hold offshore income or complex trust structures.

What we do for your client

Your client keeps their relationship with you. We do the lending, and you are told at every step of it.

$8.2m refinanced across two lenders for an adviser's client after three banks had declined.

Send us one client by email or the referral form, and stay on the file the whole way through.

Referral process

Agreed with your adviser at every step before it reaches you.

Alignment01Partner MeetingStrategy agreed with the adviser before the client is in the room.

02Client MeetingThe first joint meeting, already prepared for.

03Strategy PrepInternal workshop against the client's full position.

04Partner AlignmentThe proposal cross-checked with the adviser.

Execution05Client Strategy PresentationThe Curated Lending Proposal, presented together.

06ImplementationLodgement through credit, managed end to end.

07SettlementHeld to the date the strategy depends on.

08ReviewsRe-pricing, valuations and refreshed proposals, ongoing.